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Latest Research
View allBarclays Q4 2025: Why a $73B SPY Position Anchors This $417B Bank 13F
Barclays PLC reported $416.70 billion in Q4 2025 with 18.75% in a single SPY position. Here is why the British bank's 13F looks different from traditional asset managers and what it reveals about structured products hedging.
Nuveen Q4 2025: How TIAA Invests $382B of America's Educator Retirement Savings
Nuveen, TIAA's investment arm, reported $381.90 billion in Q4 2025 13F value. Here is how the retirement manager for millions of educators and nonprofit workers positions their equity portfolio.
Wellington Management's Q4 2025 13F Shows What Platform-Scale Diversification Looks Like
Wellington Management ended Q4 2025 with $570.66 billion in reported 13F AUM, 7,580 positions, and a top-10 basket worth just 29.5% of the portfolio. The filing highlights how a private, independent asset manager translates platform breadth into a remarkably balanced public-equity book.
Smart Money Alerts
View allOV Management LLC concentrates portfolio in PSBD
OV Management LLC has PSBD as a dominant position at 74.3% of their portfolio ($36.4M). This level of concentration is rare among institutional investors and reflects extraordinary conviction.
ROFFMAN MILLER ASSOCIATES INC /PA/ doubles down on AAPL
ROFFMAN MILLER ASSOCIATES INC /PA/ is tripling down on AAPL, increasing their position by 213%. With the stake now worth $113.6M, this aggressive accumulation suggests they see substantial upside that the market may be missing.
ROFFMAN MILLER ASSOCIATES INC /PA/ doubles down on GOOGL
ROFFMAN MILLER ASSOCIATES INC /PA/ is tripling down on GOOGL, increasing their position by 2047%. With the stake now worth $110.5M, this aggressive accumulation suggests they see substantial upside that the market may be missing.
Latest Filings
View allWORMSER FRERES GESTION
Apr 15 · 42 holdings
$138.53M
Brendel Financial Advisors LLC
Apr 15 · 95 holdings
$202.10M
Johnson & White Wealth Management, LLC
Apr 15 · 106 holdings
$236.35M
FIAT WEALTH MANAGEMENT LLC
Apr 15 · 0 holdings
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FOUNDERS GROVE WEALTH PARTNERS, LLC
Apr 15 · 162 holdings
$439.93M
HILLTOP WEALTH ADVISORS, LLC
Apr 15 · 53 holdings
$166.89M
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